vs
ARROWHEAD PHARMACEUTICALS, INC.（ARWR）与传奇生物（LEGN）财务数据对比。点击上方公司名可切换其他公司
传奇生物的季度营收约是ARROWHEAD PHARMACEUTICALS, INC.的1.0倍（$272.3M vs $264.0M），ARROWHEAD PHARMACEUTICALS, INC.净利率更高（11.7% vs -14.6%，领先26.2%），ARROWHEAD PHARMACEUTICALS, INC.同比增速更快（10461.3% vs 70.0%）
Arrowhead Pharmaceuticals是总部位于美国加利福尼亚州帕萨迪纳的上市生物制药企业，专注于通过RNA干扰（RNAi）作用机制开发创新药物，核心研发管线覆盖乙型肝炎、α-1抗胰蛋白酶缺陷相关肝病及心血管疾病的治疗领域。
传奇生物是金斯瑞生物科技旗下专注于生物科技领域的企业，金斯瑞2002年由章方良、王烨、王鲁泉等人于新泽西共同创立，总部位于中国，主要提供生命科学研究相关的仪器与服务，2015年在港交所上市，现任轮值首席执行官为邵炜慧。
ARWR vs LEGN — 直观对比
营收规模更大
LEGN
是对方的1.0倍
$264.0M
营收增速更快
ARWR
高出10391.3%
70.0%
净利率更高
ARWR
高出26.2%
-14.6%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $264.0M | $272.3M |
| 净利润 | $30.8M | $-39.7M |
| 毛利率 | — | 58.4% |
| 营业利润率 | 15.5% | -16.0% |
| 净利率 | 11.7% | -14.6% |
| 营收同比 | 10461.3% | 70.0% |
| 净利润同比 | 117.8% | 68.3% |
| 每股收益（稀释后） | $0.22 | $-0.11 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ARWRLEGN
| Q4 25 | $264.0M | — | ||
| Q3 25 | — | $272.3M | ||
| Q2 25 | — | $255.1M | ||
| Q1 25 | — | $195.1M | ||
| Q3 24 | — | $160.2M | ||
| Q2 24 | — | $186.5M | ||
| Q1 24 | — | $94.0M | ||
| Q3 23 | — | $96.0M |
净利润ARWRLEGN
| Q4 25 | $30.8M | — | ||
| Q3 25 | — | $-39.7M | ||
| Q2 25 | — | $-125.4M | ||
| Q1 25 | — | $-100.9M | ||
| Q3 24 | — | $-125.3M | ||
| Q2 24 | — | $-18.2M | ||
| Q1 24 | — | $-59.8M | ||
| Q3 23 | — | $-62.2M |
毛利率ARWRLEGN
| Q4 25 | — | — | ||
| Q3 25 | — | 58.4% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 64.4% | ||
| Q3 24 | — | 67.2% | ||
| Q2 24 | — | 75.7% | ||
| Q1 24 | — | 47.8% | ||
| Q3 23 | — | 54.7% |
营业利润率ARWRLEGN
| Q4 25 | 15.5% | — | ||
| Q3 25 | — | -16.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | -43.9% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
净利率ARWRLEGN
| Q4 25 | 11.7% | — | ||
| Q3 25 | — | -14.6% | ||
| Q2 25 | — | -49.2% | ||
| Q1 25 | — | -51.7% | ||
| Q3 24 | — | -78.2% | ||
| Q2 24 | — | -9.8% | ||
| Q1 24 | — | -63.6% | ||
| Q3 23 | — | -64.8% |
每股收益（稀释后）ARWRLEGN
| Q4 25 | $0.22 | — | ||
| Q3 25 | — | $-0.11 | ||
| Q2 25 | — | $-0.34 | ||
| Q1 25 | — | $-0.27 | ||
| Q3 24 | — | $-0.34 | ||
| Q2 24 | — | $-0.05 | ||
| Q1 24 | — | $-0.16 | ||
| Q3 23 | — | $-0.16 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $715.0M | $278.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $568.4M | $1.0B |
| 总资产 | $1.6B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ARWRLEGN
| Q4 25 | $715.0M | — | ||
| Q3 25 | — | $278.9M | ||
| Q2 25 | — | $266.6M | ||
| Q1 25 | — | $441.7M | ||
| Q3 24 | — | $459.3M | ||
| Q2 24 | — | $201.3M | ||
| Q1 24 | — | $897.6M | ||
| Q3 23 | — | $963.5M |
股东权益ARWRLEGN
| Q4 25 | $568.4M | — | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B | ||
| Q3 23 | — | $1.3B |
总资产ARWRLEGN
| Q4 25 | $1.6B | — | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B | ||
| Q3 23 | — | $1.8B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $13.5M | $28.8M |
| 自由现金流经营现金流 - 资本支出 | $11.3M | — |
| 自由现金流率自由现金流/营收 | 4.3% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 0.44× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ARWRLEGN
| Q4 25 | $13.5M | — | ||
| Q3 25 | — | $28.8M | ||
| Q2 25 | — | $-13.0M | ||
| Q1 25 | — | $-103.8M | ||
| Q3 24 | — | $-75.8M | ||
| Q2 24 | — | $-1.7M | ||
| Q1 24 | — | $15.5M | ||
| Q3 23 | — | $-60.8M |
自由现金流ARWRLEGN
| Q4 25 | $11.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
自由现金流率ARWRLEGN
| Q4 25 | 4.3% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
资本支出强度ARWRLEGN
| Q4 25 | 0.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
现金转化率ARWRLEGN
| Q4 25 | 0.44× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ARWR
暂无分部数据
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |
